Advisors near Lancaster, California
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Showing 1 - 12 of 89 results
CHARTON FINANCIAL GROUP - MOORPARK, CA
Moorpark, California
Charton Financial Group strives to serve as a leading provider in the delivery of wealth management, risk management and employee benefit strategies. We define our role as advocates on behalf of affluent individuals, families and organizations who require highly specialized, comprehensively independent and integrated financial services.
Charton Financial Group is proud to have served our clients for nearly four decades and in that time we are proud to have earned the reputation as qualified industry professionals. Our professionals share a singular focus centered entirely on advancing the interests of our clientele. We take great pride in the scope and depth of our organization which enables us to remain authentic to our mission, employ our guiding core values and pursue the greatest impact in support of our client objectives.
As we partner with our clients to understand their specific needs, goals and visions, we leverage our independent business model to offer our clients holistic planning and access to a broad universe of robust experience, products and services. This client centric model empowers us to bring together dynamic innovation, preferred relationships, advanced resources and extensive decision and implementation support services. In that spirit, we aim to empower our clients to preserve what is important, inspire the creation, seek growth and preservation of assets, effectively manage risk and to help organizations advance their human and financial capital. We endeavor to bring our individual and corporate clients balanced strategies to help them prosper long term and Envision Optimized Returns In Life ®
CDS INSURANCE SERVICES - LOS ANGELES, CA
Glendora, California
CDS Insurance Services - Los Angeles, CA is a standalone employee benefits brokerage office based in Glendora, California. Its work centers on manufacturing and wholesale trade employers, primarily mid-sized organizations. The office places fully insured medical coverage through PPO and HMO arrangements, along with prescription drug benefits, ancillary lines and retirement plans. Example carriers include Aetna, Anthem BCBS and Kaiser Permanente.
BENASSIST HEALTH INSURANCE - LOS ANGELES, CA
Pasadena, California
BenAssist Health Insurance Services, LLC operates as a standalone office based in Pasadena, California. Its work centers on healthcare and social services employers as well as retail services organizations, generally at the mid-sized level. The office places medical coverage on both self-funded and HMO bases, along with prescription drug, ancillary lines, retirement plans and Mega Wrap arrangements. Example carriers include Aetna, Anthem BCBS and Kaiser Permanente.
STONE TAPERT - LOS ANGELES, CA
Sierra Madre, California
Stone Tapert - Los Angeles, CA is a standalone employee benefits brokerage office based in Sierra Madre, California. Its work centers on healthcare and social services employers, primarily mid-sized organizations.
The office places both self-funded and fully insured arrangements, with medical coverage spanning PPO and HMO plan designs, along with prescription drug coverage, ancillary lines and retirement plans. Example carriers include Kaiser Permanente, Aetna and California Physicians Service.
NFP - LOS ANGELES, CA
Los Angeles, California
NFP's Los Angeles, California office is part of the NFP brokerage network. Its work centers on professional business services employers, primarily small and mid-sized organizations, and it places self-funded and medical coverage along with ancillary lines, retirement plans and mega wrap arrangements. Employer clients including The Drizly Group, LLC and Ent Credit Union are well rated by their employees for benefits. Example carriers include Aetna, Cigna and BCBS of CA.
KNIGHT INSURANCE SERVICES - LOS ANGELES, CA
La Cañada Flintridge, California
Knight Insurance Services - Los Angeles, CA is a standalone employee benefits brokerage office based in La Canada Flintridge, California. It works with small and mid-sized employers, with experience concentrated in healthcare and social services, manufacturing and wholesale trade.
The office places fully insured medical coverage through PPO and HMO arrangements, along with prescription drug benefits, ancillary lines, retirement plans and mega wrap arrangements. Example carriers include Kaiser Permanente, Anthem BCBS and Guardian Life.
LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA
Valencia, California
LBW Insurance and Financial Services - Los Angeles, CA is a standalone employee benefits brokerage office based in Valencia, California. Its work centers on manufacturing employer clients, primarily mid-sized employers, and it places both self-funded and fully insured arrangements. Programs include medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. Example carriers include Elevance, Anthem BCBS and Kaiser Permanente.
DKB FINANCIAL SERVICES - LOS ANGELES, CA
Whittier, California
DKB Financial Services - Los Angeles, CA is an office of DKB Financial Services, based in Whittier, California. Its work centers on mid-sized employers in manufacturing, where it places medical coverage through PPO and HMO arrangements along with prescription drug benefits, ancillary lines and retirement plans. Example carriers include Aetna and Principal Financial.
ALL CARE INSURANCE AGENCY - LOS ANGELES, CA
Glendale, California
All Care Insurance Agency is a standalone employee benefits brokerage office based in Glendale, California, operating under the Los Angeles designation.
The office works with mid-sized and large employers, with experience concentrated in administrative and support services, financial activities, and manufacturing. Its placement work centers on medical coverage, including self-funded arrangements, PPO and HMO plans, and prescription drug benefits, alongside ancillary lines and retirement plans. Employer clients including Varda Space Industries Inc are well rated by their employees for benefits.
Example carriers appearing in the office's book include Anthem BCBS, Cigna and Kaiser Permanente, among others.
BENCHMARK BENEFITS & INS SVCS., INC - LOS ANGELES, CA
Encino, California
Benchmark Benefits Home Redux - Los Angeles, CA is an Encino, California office of Benchmark Benefits Home Redux. Its work centers on mid-sized employers in arts and entertainment, manufacturing and retail services.
The office places fully insured medical coverage, including PPO and HMO arrangements, along with prescription drug benefits, ancillary lines and retirement plans, and its book includes employers whose staff rate their benefits highly. Example carriers include Aetna, Anthem BCBS and Cigna.
MARSH MCLENNAN AGENCY - LOS ANGELES, CA
Los Angeles, California
The Los Angeles, California office of Marsh McLennan Agency operates as part of the broader Marsh McLennan Agency organization, serving employer clients across professional business services, manufacturing, healthcare and social services, data, media and telecom, and the religious and non-profit sector. Its book spans small, mid-sized and large employers.
The office places self-funded arrangements alongside medical coverage structured as PPO and HMO plans, prescription drug benefits and ancillary lines. It also works on retirement plans, mega wrap arrangements and collectively bargained benefits.
Employer clients including Acme Mechanical Contractors of Virginia, Inc. and the Association of Village Council Presidents are well rated by their employees for benefits. Example carriers placed by the office include CIGNA, UnitedHealthcare and Elevance, among others.
K-KICS - LOS ANGELES, CA
Burbank, California
K-KICS - LOS ANGELES, CA is a standalone employee benefits brokerage office based in Burbank, California. It works with small and mid-sized employers, with industry experience concentrated in financial activities and manufacturing. The office places self-funded arrangements and medical coverage, along with ancillary lines and retirement plans. Example carriers include Companion Life Insurance Company, Guardian Life and Vision Service Plan.
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